MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$25.4M
3
+$24.9M
4
ECL icon
Ecolab
ECL
+$23.6M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$17.6M

Top Sells

1
+$72.2M
2
+$39.4M
3
+$37.3M
4
AAPL icon
Apple
AAPL
+$19.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19M

Sector Composition

1 Technology 18.17%
2 Industrials 15.98%
3 Communication Services 12.2%
4 Financials 10.62%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-24,751
52
– –
-1,007,669
53
– –
-170,523
54
– –
-456,159
1 2
3